Semus Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Semus Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91M	Sell	6,580 -65	-1%	-$47.1K	2.37%	12
2026 Q1	$4.32M	Buy	6,645 +13	+0.2%	+$8.84K	2.41%	11
2025 Q4	$4.52M	Buy	6,632 +14	+0.2%	+$9.46K	2.44%	12
2025 Q3	$4.41M	Sell	6,618 -131	-2%	-$84K	2.5%	9
2025 Q2	$4.17M	Sell	6,749 -214	-3%	-$122K	2.7%	6
2025 Q1	$3.9M	Sell	6,963 -194	-3%	-$114K	2.71%	5
2024 Q4	$4.19M	Buy	7,157 +75	+1%	+$44.2K	2.78%	6
2024 Q3	$4.06M	Buy	7,082 +236	+3%	+$130K	2.84%	5
2024 Q2	$3.73M	Buy	6,846 +950	+16%	+$497K	2.88%	6
2024 Q1	$3.08M	Buy	5,896 +453	+8%	+$226K	2.6%	7
2023 Q4	$2.59M	Buy	5,443 +769	+16%	+$343K	2.12%	9
2023 Q3	$2M	Buy	4,674 +338	+8%	+$150K	1.86%	11
2023 Q2	$1.92M	Buy	4,336 +1,086	+33%	+$456K	1.77%	11
2023 Q1	$1.33M	Buy	3,250 +668	+26%	+$267K	1.43%	11
2022 Q4	$987K	Buy	+2,582	New	+$992K	1.2%	14

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Semus Wealth Partners's SPY Position: Q2 2026 in Review

Semus Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.98% in Q2 2026, selling an estimated $47.1K and leaving 6,580 shares worth $4.91M. The position accounts for 2.37% of the portfolio, ranked #12.

Semus Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,655 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Semus Wealth Partners held 6,580 shares of State Street SPDR S&P 500 ETF Trust worth $4.91M as of Q2 2026.
Semus Wealth Partners sold 65 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P 500 ETF Trust made up 2.37% of Semus Wealth Partners's portfolio in Q2 2026, its #12 holding.
Semus Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,655 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.